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Home My WebLink About00-0444I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA MARY E. MIXELL ORPHANS' COURT DIVISION ~ _,,; • NO. 511 L_=C C-,tf~~ ~ °n ~~; . DECEASED ? ~ ~._ _-- ~`~,. ~~1 t t - =, ~ 7 L.~ "~"~ ~--- PETITION FOR CITATION _~~ -- ' =- Ta --s ~ TO THE HONORABLE THE JUDGES OF SAID COURT: AND NOW, this day of comes the Commonwealth of Pennsylvania, by Thomas O. Armstrong, Acting Deputy Secretary for Taxation, for Daniel Meurer, Acting Secretary of Revenue, who avers: 1. That Mary E. Mixell, deceased, (hereinafter referred to as "the Decedent"), died on April 29, 2000. 2. That a Petition for Letters of Administration was made by Gary J. Mixell, Administrator (hereinafter referred to as "the Administrator"). Letters of Administration were granted to the Administrator on May 31, 2000. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." 3. That on February 4, 2011, a certified demand letter was sent to the Administrator, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." e /`~ 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Administrator of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executor, directing the Executor to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executor. COMMONWEALTH OF PENNSYLVANIA Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation FOR: Daniel Meuser Acting Secretary of Revenue 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Administrator of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Administrator, directing the Administrator to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required bylaw; and to further direct that the costs of this action shall be borne by the Administrator. COMMONWEALTH OF PENNSYLVANIA Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation FOR: Daniel Meuser Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Thomas O. Armstrong, Ph.D., Acting Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge, information and belief. ~~~ y - (;~ Thomas O. Armstrong, Ph.D. Acting Deputy Secretary for Taxation For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscr~i fbed before me this j P.'~day (~ ~"l of ~_~~ ~ ~ (,~~.-' ~` _J _ i:01~1MONWFA_LTM OF PENNSYLVANIA ~ Notarial Seal Sue E. Hetrick, Notary Public City of Harrisburg, Dauphin County My Commission Expires April 10, 2014 ~~e~r,ber, Penn~rNania Association of Notaries Page 1 of t ,j ~, + Oalh of Porsonel t~ept'esentatlve t. Commonwoallh o1 Pannsylvanle Calsnty of The PeliUaner(7) glove-naroad Swelr(!) 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PARdwa was dstiticl'ad el dalh iq ~ thba IM Ceu'e/, PtnnlylrOn4 N11h I,hMK Ind Itmly qr PrfnOa,tl UrUaee el {0 Qr1~1,Ylaw Roed,fi~~Ra, Louxi A (Horn TOhn;tbin, Pannwlrld'r Oo:edagL Oirn 72 }vua of rje, u!w Aa117t1 Au a,v,ra+,1. e.J .,.~.`~` jL_, nl hnrnn Cese9ur. Ir deec, oene/ pcW b Ath HI/r11y TILn N frSM~ p..,ae,y (I X.,kWIn PA NPerema mlgry _..._...... ~.._....... turdu~rtt: iibQ (fad dark/tshPA IilxaWwY+4rhPerrt~Auu ~ { 1 /IMawciwth PA : ~ ~-~__ Pketrulprp?/1h Ca,rtj ._., _,...._.__._. 1'irW ifMelt141rh PU/allteaM ........... ... .. ............. .........._.._. ., 1 ~ 14N..._..._ .............._,. .,........................_....... ..,..,...... 1-. RIq ENYa uurlWntdevn• UgdlyldaA t/J hlervd lR n"vUern'Ig IP100raupA 911iiwvlik ltw iahvtHp of tanw ldlMn Yfikllue. PtNtnr(e) rwi•au/i7r tw w11q a+pNte N ue l.ert wi era cm;vly un-r.e»~, rw Pwean.N w P.d d YY,Ka w i ~+ r f am W ra awkMUrre 41 +hW+ W W ua TljaJ rt ir11NrKN Ira fMlLrnu I - CemefR i r+ylla a pN~1 c ~% ,~ (~~ r I i 1 ' ~I , . ') i ii .' ~~ ~ r 'I .' ~, I '' , ... ~1 't~ , r .~ ;, 1;h' . ~ ... r~ http://records.cepa.nethwebluilc~t)blic~riudImageDisplay,asp~?cache=yes&sessio{ilcey=... 10/26/2010 EXHIM~11" ~ HAkkLSBI!kG DISTRICT OFFICE Pd DEPARI'f,~IEN"f OF kEVENUE IS'_~ STANLEY DRIVE H.4RRLSBI IRG PA 17103-I'_~o COMMONWEALTH OF PENNSYLVANI_~ DEPARTMENT OF REVENUE REV-869 PO AFP i07~081 Date: 2/4/2011 GARY J MIXELL 866 CENTER RD NEWVILLE PA 17241 Dear GARY J MIXELL: Estate o£ MIXELL MARY E Date of Death: 4/ 2 9/ 2 0 0 0 )rr ire Number: 21 0 0- 0 4 4 4 (Certified Mail-Return Receipt Requested) Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a ri~ansferee of an estate within nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was tiled, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the term and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection costs, including but not limited to fees of up to 39 percent of the amount due and attorney fees incurred in securing payment, may be imposed on any liability not paid prior to refei7~a1 to a collection agency or contract counsel. This notice shall serve as a foi~rnal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requiting you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County. RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: REGISTER OF WILLS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to HARRISBURG DISTRICT OFFICE PA DEPARTMENT DF REVENUE 1825 STANLEY DRIVE HARRISBURG PA 17103-1256 (717)425-7704 cc: SALLY J WINDER 701 E KING ST SHIPPENSBURG PA 17257 tXri I ts-1 b COIVIIVIONWEALTH OF PENNSYLVANIA HARRISBURG DISTRICT OFFICB DEPARTIVIENT OF RE'4'ENUE PA DEPARPtFt~ff OF RBVFNUE 1815 STANLBY DRNB HARRISBURG PA I1101~I256 REV~869 FO AFP (07-08) GARY J MIXELL 866 CENTER RD NEWVILLE PA 17241 Date: Estate of: MIXELL Date of Death; File Number: 2/4/2011 MARY E 4/29/2000 21 00-0444 (Certified Mail-Return Receipt Requested) Dear GARY J MIXELL: -' ' ~ ~' "' "'' ~ above estate or that you e this matter. ^ Compt to Items 1, 2, end 3. Also complete Item 4 f Restricted Delivery is desired. ^ Prini ur name and address on the reverse so that we can return the card to you. ^ Attach this card to the back of the mallplece, or on the front If space permits, t. Article Addressed to: GARY J MIXELL 866 CENTER RD NEWVILLE PA 17241 21 00.0444 DIBARTOLOMEO v sl ~, ~ '~~ iains unsettled, ^ Agent - u Aadmssee t payment of Received by (Prfnfed Name) C, Date of Delivery ~ eState Wlthln nnle '~' ~ ~`e ~ ~- ~~~ emains open because; D. Is delivery address different from hem 1? ^ Yes If YES, enter delivery address below: D No .v rILED, 'ate was opened for the 'the proceeding in writing 3. Serv type Certified Mall ^ Express Mall ^ Registered ~ Retum Receipt for Merchandise rd to fees of up to ^ Insured Mall ^ C.O.D. lent, may be 4. Restdcted oelivery!{E7rtraFee} ^ Yes r Contract counsel. 2. Article Number -- (nansferfrom service label) 717 a q 7, 6 i3 ~ ~ d Q 1 7 ~ 7, 8 2 Q$ 4 : Departmen t of 'S Form 3811, February 2004 Domestic Retum Receipt iozsss-oz-M-~~ao t requiring yoit to appear in court to show cause for your tatture to comply witn the taw. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County, RETURNS SHOULD BE I'II.,ED AND CHECKS 1VIADE PAYABLE TO: REGISTER OF WII.LS, AGENT Sincerely, Anastasia DiBartolomeo Direct any questions regarding this estate to: (717) 4 25 - 77 0 4 HARRISBURG DISTRICT OFFICE cc: PA DEPARTMENT OF REVENUE SALLY J WINDER 1825 STANLEY DRIVE 701 E KING ST HARRISBURG PA 17103-1256 SHIPPENSBURG PA 17257 FXHIBI7 6 I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA MARY E. MIXELL ORPHANS' COURT DIVISION NO. ~;~ 1- ~'C, -- L-' ~~~~ ~,f.' DECEASED ORDER ~~ Now, to wit this the ~ day of ~-~~~ ~~~ ,upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, Gary J. Mixell, Administrator for the Estate of Mary E. Mixell, deceased, are hereby cited to be and ,~o~l appear at Courtroom No. ~ , on the o2~ay of ~b V• , in the Courthouse of Cumberland County, Pennsylvania, at ?J:~~ .M., then and there show cause, if any there be, why the Inheritance Tax return in said estate should not be filed; and to further direct that the cost of this action be borne by the said Administrator; said citation returnable at 3•~~., on the a'~ day of ~b~~~Qe,¢r' ~~~ --, __ ~ :x_i ~ .r , BY THE COURT :~- . =_, 3 ,' - Ls~ _ , ,,-~~ c.. , 3 ... ORPHANS' COURT DIMS J. ~` ~ ~' : ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: MARY E MIXELL, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-00-0444 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 8/8/11 - JUDGE'S INITIALS: TIME STAMP DATE: 8/9/11 IN RE: Utu~nTc ~ n nv T TRTYRT T - JbTC V 1~,n t v. v~ - - METHOD OF MAILING: ® LISPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: 8/9/11 ENVELOPES PROVIDED BY: ® PETITIONER ^ NDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ LISPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ,. J -, i ~ ~ ~ i i ~ s 1 3 i 4 ~. ~.; i a c ~_ Deputy Clerk of Orphans' Court 1505610105 OFFICULL USE ONLY REV-1500 °` `°~'_' `~' PA Department of Revenue ~ Canty Cork Y~ Fie Pkxnber Bureau of Individual Taxes iNHERlTANCE TAX RETURN Po Box 2806°1 RESIDENT DECEDENT ,~ ~ - o~j ' d ~ ~ y HarrLsburg PA 1728-0601 ENTER DECEDENT INFORMATION BELOW Social Securely Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 172-32-0850 04/29/2000 05/01 /1927 Decedents Last Name Suffix Decedent's First Name MI MIXELL MARY E (tf Applicable) Eater Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW r>D 1. Original Return O 2. Supplemental Return O 3. Remainder Return (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) O 6. Decedent Died Testate O 7. Decedent Maintained a t.iving Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of WiN) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O it. Election to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SALLY J. WINDER "Z I ~ . ~ ~~p ~b ~~~ REGISTER f~IFjINILLS USE OI!A_Y ._.~. _,~ <<a --. ~ r~-~ r-'` °; a , . ' First Line of Address n ~ _; q ri -y~ i P.O. BOX 341 -'- `-~ ~~ , Second Line of Address ` ' H ~ ~_~ c~ - `'^~ ` 1 ,- - ;--~ St t ZIP C d D F~.ED ' `° ~ City or Post Office a e o e , ' NEWVILLE PA 17241 ~t" correspondent's e-maN address: jnsmccrea3@COmcast.net Under penalties of perjury, i declare that 1 have examined this retrxn, Including acoomparrying adredules and statements, and to the best of my krwwledge and bellef, lt ~ correct and complete. Dedaratbn of preparer other than the personal representative Is based on alt tntormation of which preparer has arty knavbdpe. SI RE OF PERSON~~~EE9PON E FOR FILING RETURN DATE _._ /1 f/~i_, /I/ 10/21/2011 19 CREL~'K1/IEW ROAD, NEWVILLE, PA 17241 DATE 10/21/2011 P.O. 60X"341, NEWVILLE, PA 17241 PLEASE USE ORIOtNAL FORM ONLY Side 1 1505610105 1505610105 J 1505610205 REV 1500 EX (FI) Decedent's Social Security Number Deceder,rs Name: MARY E. MIXELL 172-32-0850 RECAPITULATION 1. Real Estate (Sdiedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 3. Cbsely Held Corporation, Partrrrersship or Sole-ProWietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 10,935.00 7. Inler-Yrvos Transfers 8 Miscellaneous NorrProbate Property (Sr~redule G) O Separate BiNing Requested........ 7. 8. Total Gross Assets (total tines 1 through 7) ............................. 8. 10,935.00 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 6,964.00 10. Debts of Decedent, Mortgage Liabilities and Liens (Sdredule I) ............... 10. 3,681.00 11. Total Deductions (total Lines 9 and 10) ................................. 11. 10,645.00 12. Net Valus of Estate (Line 8 minus Line 11) .............................. 12. 290.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an e~dion to tax has not been made (Sctedule J) ........................ 13. 14. Net Value Subject to Tax (Lir-e 12 minus Line 13) ........................ 14. 290.00 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (ax1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .o O6 290.00 16. 18.00 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 18.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610205 1505610205 J REV--1500 EX (FI) Page 3 Der_edent's Complete Address: File Number DECEDENTS NAME MARY E. MIXELL STREET ADDRESS 19 CREEIMEW ROAD city NEVWILLE STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _ B. Discount (1) l1 ~ • b d IIIII~ Total Credits (A + g) {2) 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. ~,~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income ..................................... ....... ^ c. retain a reversionary interest ....................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefds or care? ............................................................... ....... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ....... ^ 3. Did decedent own an "intrust for" or payable-upon~ieath bank account or security at his or her death? ....... ....... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a benefidary designation? ................................................................................................................. ....... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefidary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. e The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefidaries is 4.5 percent, except as noted in [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is 12 percent (72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. -r ' REV-1509 EX+ (OS-10) ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT scN~ou~ F JOINTLY-0WNED PROPERTY ESTATE OF: FILE NUMBER: MARY E. MIXELL a ~ 2 v °O ~ ~y ~ If an asset became jointly owned within one year of the decedents date of death, it must be reported on Schedule G. SURVMNG JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A• GLENN MIXELL 19 CREEiMEW ROAD BROTHER NEVWILLE, PA 17241 B' NANCY MIXELL 19 CREEIMEW ROAD SISTER+ NEVWILLE, PA 17241 C. 70INTLY OWNED PROPERTY: ms+ NUMBER LETTr3t FOR )OWT TENANT DATE MADE ]0$lT DESCRIPTION OF PROPERTY iH0.l~E NAME OF FINANCUL. DISTiiUTION AND BANK ACCOUNT NUMBER OR SIMRAR IDENiTf•YRlfi NUMBBL ATTAQI DE® FOR IORYRY 11EtD REAL STATE. DATE OF DEATH VALUE OF ASSET % of DECEDBd15 BVIEREST DATE of DEATH VAUlE OF DECEDENT'S INTEREST 1. A. 04101190 REAL ESTATE, CORPORATION ST, NEWVILLE, PA 17241 24,080.00 33. 6,020.00 2 A, 04101/90 REAL ESTATE, WESTMINISTER AVE., NEWVILLE, PA 17241 19,660.00 33. 4,915.00 ~s~.E ~-r~pc(-b~~ SN~E~ ~o~ C~1Cu~~ri±ON~ ~T~'~ ~I-6E~) ~ ' DS hE~ S~~ c TOTAL (Also enter ~ Line 6, Recapitulation) I; 10,935.00 If more space is needed, use additional sheets of paper of the same size. ATTACHMENT TO INHERITANCE TAX RETURN OF MARY E. NIIXELL Estate of Mary E. Mizell SSN 172-32-0850 Cumberland County Estate No. 21-2000-0444 Decedent Mazy E. Mizell died owning aone-third (1/3) undivided interest as joint tenant with right of survivorship in the following described real estate. Her co-tenants were her siblings Glenn Mizell and Nancy Mixell. There aze two pazcels of land, one located along Corporation Street in the Borough of Newville, and one located along Westminister Avenue, also in the Borough of Newville. The 2000 assessed values of the two pazcels are as follows: Tax pazcel No. 27-20-1756-054 (Corporation Street) had a land value in 2000 of $16,900 and arun-down house valued at $2800. Also located on this pazcel were two run-down mobile homes having values of $1450 and $2850. Thus the total value was $24,080. Tax parcel No. 27-20-1756-060 (Westmiriister Avenue) had a land value in 2000 of $17,410 on which was located arun-down mobile home valued at $2250. Thus the total value was $19,660. The total assessed value of the two parcels and their "improvements" was $43,740. T'he one-third (1/3) assessed value attributable to the decedent Mary E. Mixell thus was $14,580. A twenty-five (25%) discount is applied to this one-third (1/3) interest to reflect a reasonable reduction in the assessed value lower fair mazket value of the property because of the reduced control of the property and difficulties in marketing and selling this type of fractional interest in real estate. Application of the discount percentage makes the value of this fractional interest in the two real estate pazcels for inheritance tax purposes $10,935. ` ~~ = d O W ~' ~ tat rWj N U lt, L ~~ ~ r~ ~ -- ~, .' %j :, lu ~: ~i CV .JO W '~ p 41 m os;c ~ o m .~... •~ , 7A ~ r~ ~ c~ ~- Ivo. ~g ~61D& the day of April, in the year of our Lord ono tho~and nine hundred tiii•e{~.1f99o )~ BETWEEN GLENN T. MISELL,-MANX E. MIXB<.[„ and NANCY L. MIXBLL, of Cumberland County, Pennsylvania, GNANRORB AND GLENN T. MIxELL, MARY E. MIXELL, and NARY L. MIXE{,L, of Cumberland. County, Pennsylvania, with rights of survivorship and not as tenants in comaon, WITNESSETH, that in consideration of One ($1.66) Dollar, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, ALL those two certain tracts of land situate in North Wazd of the Borough of Newville, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEING Lots No. 1 and 2 in Wolford's Addition to the Borough of Newville, said Plan of lots being duly recorded in the office for the recording of deeds in Carlisle, Pennsylvania, in Plan Hook 1, Page 88; and, SAID lots being adjoining and bounded on the East by an alley; on the South by Lot No. 3 on said Plan; on the West by Corporation Street; and on the North by westminister Avenue; and each Lot having.an even width of Thirty-four {34) feet and a depth to the alley of One Hundred Twenty-eight (128) feet. BEING the same property which Wilbur D. Baker and Margaret E. Baker, his wife, of Cumberland County, Pernsylvania, by deed dated April 2, 1979, and recorded in the Recorder of Deeds Office in and for Cumberland County in Deed Book "i", Volume 28, Page 816, granted and conveyed to Glenn T. Mixell, Mary E. Mizell, and Nancy L. Mixell, grantors herein. THIS conveyance is between brother and sister, and is therefore transfer tax exempt. AND the said Grantors covenant and agree that they will warrant generally the property hereby conveyed. 6001 ,~~ fAtE i~ r~ 10/24/2011 11:33:05 AM CUMBERLAND COUNTY Inst.# 199002713 -Page 1 of t • t E ,..... • ,,~ ~'t `RiA"r ,, ,,,..., Y ~` YN WITNESS WHBREDFr said Grantors have heseunta aet their hands and seals ne day and year first above written. igned, Sealed and delivered in the presence ofc ,~ n,~/ si r l~ ~ ?; (SEAf•l ~Glenn~l ~ (SEAL) n ry E Mixell Q,~ ~~r .Mixell CgptOpN7EAI,TH OE PENNSYLVANIA: SS COUNTY OE CUMBE1g.AbID 1 1k4O officer, On this, the ~5i day of April, 1999, before me, the undersigned personally appeared Glenn T. Mixell, Mary E. Mixell, and Nancy L. Mixell, known to mo for satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they exe~5edysame for the purposes therein contained. •' "+'`f~';t;~;t~.,:'•%: ~s,,.heret2nto set my hand and official.sgal• ~ ~~s'~~7? IN WITNES~,~~ , t,7r.y/~. a,:"'j ~J ~[i'.11 ~'L ~t~yStyJBG' a:::ril?F Notary P iic n..~..~~•`'~~ revise residence and complete post i do hereby certify that the p office address of the within named Grantees is: l~ CRi'~KUIEW 121 ,JEwvll.l-~ ~R nay! Date: !'~ I 4 h a,pteeney fo C ~~ ~Fa,' 6 C~O~Ep[,TH OF PENNSYLVANIAS SS COUNTY OF CUMBERLAND S L: ~.~ ` )'''~ D.r 19~~r~ ~~' .RECORDED on this day of in Deed Book LtL• Volume date ''~; • Recorder's Office of the said Cotulty, ~' Given under my hand and the seal of the sa d~of~f\i\ce, ~` .. bOYe~ten. - ~- ~ ~ V ~• i• ~,. . . (>!: ~" tip0)~ ~ MBE xecor er r._>~:• 10!2412011 11:33:05 AM CUMBERLAND COUNTY Inst.# 199002713 -Page 2 of -t ,. .~ `~ I I i W Q I- y ~' ~ L.. U ~ ~ ~ ~~ ~ CV U q W ~ ; E . '- ri o~.,. ~ ~~ ~_ ~ r ~~ ~~ N 0 0 ~ z y. C, LLS ~ q W m 7 U ~` -'- w ~ c a: v m -rd~ ~ ~A r~ per L gyp-. n ~1' ~/j" ~~ 7 rp " O v ~s '171I8 D~ MADB the day of April, in the year of our Lord one thousand nine hundred w""~ ('1440 BBTWEBN GLENN T. MIXBLL, MARY E. M[XELL, and NANCY L. MIXII.L, Of Cumberland Canty, Pennsylvania, GRllfil~p3 AND GLBNN T. MIXELL, MARY B. MIXELL, and NANCY L. MIXBLL, Of Cumberland County, Pe+u-sylvania,.with rights of survivorship and not as tenants in caman, GRAlTf1IB8 WITNBSS89W, that in consideratiao of One ($1.OG) Dollar, in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey, to the said Grantees, ALL those two certain lots of ground situate in the North Ward of the Borough of Newville, County of Cumberland and State of Pennsylvania; and known as Lots No. 7 and 8 in Blodk No. 3 of Wolford's Addition to the said Borough of Newville, said plan of lots being recrorded in the Office of the Recorder of Deeds in and for Cumberland County in Plan Book No. 1, Page 88. Lot No. 7 The said Lot No. 7 bei~ bounded on the West by Corporation Street, on the North by Lot No. 6 and on the East by an alley and on the South by Lot No. 8. Lot No. 8 The said Lot No. 8 having a frontage an Corporation Street of 33.25 feet with an even depth on the North side of Westminister Avenue of 128 feet to an alley and bounded on the North by Lot No. 7. Being improved with a two story frame dwelli~ house. BEING the same property which Laura E. Smith and Raynpnd M. Smith, her husband; by deed dated March 1, 1979, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, in. Deed Book "H", Volume 28, page 689, granted and conveyed to Mary E. Mixell, Glenn T. Mixell and Nancy L. Mixell, grantors herein. THIS conveyance is between brother and sister, and is therefore transfer ax exert. AND the said Grantors covenant and agree that they will warrant generally :he property hereby conveyed. soor~34 H~tE 36 • s 10/24/2011 11:30:42 AM CUMBERLAND COUNTY Inst.# 199002712 -Page 1 of ,, .. ^i • 10!24(2011 11:30:42 AM t IN WITNESS ~i~Fabovedvnitt~ s have tteretu:to set their hands and seals he day and y igned, sealed and. delivered in the presence of: /. ~ ~~ ~~~~ ~ Cphq•-ONy7EALTH OF PENNSYLVANIA: SS COONTY ~ Cl7M8ERLAND ned officer, ' da of April, ~ 0 before me, the undexsig On this, the ~ Y g, Mizell, and Nancy L. Mizell, personally appeared Glenn T. Mizell, Mary rsons whose tTaTnes are known to me (or satisfactorily proven) to ~ the ~ executed same .subscribed to the within instrument, and acknowledged that they for the purposes thecein contained. ,.,,, :. . ~~, ;. i hereunto set my hand and official seal::- ~~ ~~'~ ': •,?'; IN WITNESS WHEREOF, °r' 'v•.• ~ ~' SAI.tY J. LY5T15A, k3TJJri PUBLIC r.,.;:~ ~ • '•t •~. ~~`:i..., ~..~~ 9xIPPE\S?URa TYVP.. fL'f:2'.A;~::O f.Ol1::TY MY CBM~:iS~DY Bx11a +' 4'~iYl 1E to"A No acy li "•~ •n. •A1~ ecise residence and complete,poat•" I do hereby certify that the pc office address of the within named Grantees is: LA ~yCEGKV(~~ ,~ ~ N~w~~~tE ~ ~~ M~ Date: _~f~r1.Y „~to+<ger-for ~jt~u;,~~yy GOt'gypNh1EAC~TH7 OF PENNSYLVANIA: : SS COUNTY OF Wf~ERLAND in the ~trJ day of D , 19QUr ROCORDED on thi n Deed Hook ~, Volume ~, !e• Recorder's Office of the said County, ^ ~,~~ paye~. Given under mY hand and the seal of the sea~id~office, the date 'N above wr tten. ~ ., 1~ '•~ V~ ~, xa~, • \,J L..A •1l_ Mtn ,,/ ~00>~34 wlcf 37 1 E 1 1 '• ~~ . v. :i ,'Z ~~` . .. -..rte. ~•- CUMBERLAND COUNTY Inst.# 199002712 -Page 2 of ' REV-1511 EX+ (10-09) ~ Pennsylvania DEPMTMENT OF REVENUE SCHEDULE H FUNERAL EXPENSES AND ESTATE OF MARY E. MIXELL ITEM NUMBER A. FUNERAL EXPENSES: 1' EGGER FUNERAL HOME BIG SPRING AVENUE NEWVILLE, PA 17241 Decedent's detrts must be reported on Schedule I. FILE NUMBER 2120000444 B. ADMINISTRATNE COSTS: 1, Personal Representative Commissions: Name(s) of Personal Representadve(s} GARY MIXELL street Address 19 CREEKVIEW ROAD ~y NEVWILLE State PA ZIP 17241 Year(s) Commission Paid: UNPAID z. Attorney Fees: 3. family Exemptior-: (If decedent's address is not the same as daima~'s, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Ao~uMant Fees: 6. Tax Return Preparer Fees: 7. TOTAL (Also enter on Une 9, Recapitulation) I ; If more space is needed, use additional sheets of paper of the same size. 5,993.00 600.00 300.00 76.00 6,964.00 •REV-1512 EX+ (12-08) pennsylvama SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DEC.ED~NT, Dea~tITANCE T11X RETURN 1~RTGAGE LIABILITIES St LIENS ESTATE OF fILE NUMBER MARY E. MIXELL 2120000444 s_~~ .~. ~........~.~ ~... r1.. d.raAm.r ~~. to death that remained unpaid at the date of death, induding Unl'eimburacd medical eXpeaaea. If more is rreeded, insert addftional sheets of the same size. REV-1513 p(+ (Ol-LO) pennsytvania SCHEDULE ~ DEPARTMENT of REVENUE BENEFICIARIES IIp1ERtrANCE TAX aETURN nESmEt+r DEC~+r FILE NUMBER: ESTATE OF: MARY E. MIXELL 2120000444 ~~nOflc~p TO p[-SENT AMOUNT OR SHARE ~ ~ Lkt Truce(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include outright spousal distributions and transfers under Sec. 9116 {a} (1.2}.] 1. GLENN MIXELL, i9 CREEKVIEW RD., NEWVILLE, PA 17241 BROTHER ONE-HALF ONE-HALF 2 NANCY MIXELL,19 CREEKVIEW RD., NEVi11fiLLE, PA 17241 SISTER ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 DOVER SHEET,IIS APPROPRIATE. II NON TAXABLE DISTRI8U7TON5 A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 15 NOT TAKEN: 1. B. CHARITABLE AND GOVE1tNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRiBlJTIONS ON LINE 13 OF REV-1500 COVER SHEET. if more space tr needed, Use additional sheets of paper of the same size. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF MARY E. MIXELL, ORPHANS' COURT DIVISION DECEASED N0. 21 00-0444 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills: The above-captioned action is a Citation for failure to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Administrator of the Estate filed the inheritance tax return. DATE: October 27, 2011 c•7 ~ ~.'1 Q. ~.~: --' -~ _- - r- ~- ~ L.._. . _ ~ ~ ~ ~,..;. ' ~ ~..; ` ~ : ~~ ~ • N W _ rz O c~ ; -~ ~ . r: Lora A. Eck Attorney for Petitioner PA Department of Revenue Office of Chief Counsel P.O. Box 281061 Harrisburg, PA 17128-1061 Attorney I.D. No. 69436 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF MARY E. MIXELL, DECEASED . ORPHANS' COURT DIVISION N0. 21 00-0444 ORDER OF COURT AND NOW, this ~~~ day of ~~~~ 2011, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the Citation is discharged upon payment of costs by the Estate. BY THE COURT: udge c_7 ___ Y_ y ~ - J _:.~ Z3 C-7 _...{ __ ::._ -may ..2__ '~ - '~ -'-7 .._-. -c .--r': 1 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: MARY E MIXELL, DECEASED CUMBERLAND COUNTY PENNSYLVANIA NO. 21-00-0444 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: JUDGE'S INITIALS: TIME STAMP DATE: 10/31/11 IN RE: ORDER OF COURT SERVICE TO: OFFICE OF CHIEF COUNSEL GARY J MIXELL METHOD OF MAILING: USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ~ ~ . I _ ~ SERVICE TO: ENVELOPES PROVIDED BY: PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT METHOD OF MAILIN ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT Deputy ~ Clerk of Orphans' Court NOTICE OF INHERITANCE TAX ~~~` ~~ Pennsylvania ` $ BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE PO BOX 280601 REV-1547 EX AFP (09-12) HARRISBURG PA 17128-0601 pp c rnr ~~qq /~ C1EVUidsr:~F v'r~t= Q~ DATE 03-04-2013 F~~~I~TY`~ ~~ ~. '.~_~.. ESTATE OF MIXELL MARY E DATE OF DEATH 04-29-2000 l!:~ ~l+ii II ~~ 1 ~~ FILE NUMBER 21 00-0444 COUNTY CUMBERLAND SALLY J WINDER P 0 BOX 341 ACN 101 CLF~~t "`- APPEAL DATE: 05-03-2013 N E W V I L L E P A 17 2Q ~ l ~i ~1 {~ ~ ~ t ~~~ ~,~ +'~ ~ (See reverse side under Objections ) {~ L~ 1 GUM4~eR~~ ~ ~ ~~. , r~ir~ Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE --- -------------------- - ~ RETAIN LOWER PORTION FOR YOUR RECORDS •~ ---------------- E -1547 EX AFP C12-11~ --------------------- --------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MIXELL MARY EFILE N0.:21 00-0444 ACN: 101 DATE: 03-04-2013 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) I1) (2) 00 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. I3) .00 c4) .00 I5) . 00 c6) 10,935.00 v) .00 IB) 10,935.00 I9)- 6.964.00 cloy- 3.681 02 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax cll) 10,645.02 c 12) 289.98 c13) .00 c14) 289.98 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date ASSESSMENT OF TAX: . 15. Amount of Line 14 at spousal rate (15) .00 X 00 - .0 0 16. Amount of Line 14 taxable at lineal rate (16) nn X 06 = .00 17. Amount of Line 14 at sibling rate (17) 00 X 00 = .00 18. Amount of Line 14 taxable at collateral rate (18) 289.98 X 15 = 43.50 19. Principal Tax Due TAX CREDITS: C19)= 4 3.5 0 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID _~.. ~..~.~ ~ as ~.nrvcu~u 1 rIKUUGFI US-19-2013 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE 43.50 INTEREST AND PEN. 28,71 TOTAL DUE 72,21 IF TOTAL DUE IS, REFLECTED AS A CREDIT CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. .00